BFEC
AGL icon

Benjamin F. Edwards & Company’s Agilon Health AGL Stock Holding History

Benjamin F. Edwards & Company’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$10K – 2111
2023
Q4 		$10K Buy
+30
New +$10.9K ﹤0.01% 1642

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Benjamin F. Edwards & Company's AGL Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Agilon Health (AGL) in Q1 2024, closing a stake of 30 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in AGL in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining Agilon Health position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 30 Agilon Health shares in Q1 2024, an estimated $10K.
  • Benjamin F. Edwards & Company first reported a position in Agilon Health in Q4 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Agilon Health position peaked at $10K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.